Ibew Local 309 401(K) Retirement Plan — Form 5500 plan (Trustees Of Ibew Local 309-401(K) Retirement Plan)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ibew Local 309 401(K) Retirement Plan is a benefit plan reported by Trustees Of Ibew Local 309-401(K) Retirement Plan under EIN 84-1634780 and plan number 001. The latest loaded filing year is 2023. The filing reports 534 participants and $22,155,588 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ibew Local 309-401(K) Retirement Plan
- EIN
- 84-1634780
- Plan number
- 001
- Plan type
- 1
- Location
- Collinsville, IL
- Latest filing year
- 2023
- Participants
- 534
- End-of-year plan assets
- $22,155,588
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 534 | H, C | 20241015103008NAL0028066977005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,155,588
- Total liabilities (EOY)
- $83,144
- Net assets (EOY)
- $22,072,444
- Net assets (BOY)
- $17,899,387
Income & contributions
- Employer contributions
- $1,350,016
- Participant contributions
- $513,033
- Total contributions
- $1,863,049
- Total income / additions
- $5,100,109
Expenses & distributions
- Benefits paid
- $836,757
- Administrative expenses
- $90,295
- Total expenses
- $927,052
- Net increase / (decrease)
- $4,173,057
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $51,035 | not reported in the loaded dataset | 2023 |
| Scheffel Boyle | NONE | $13,750 | not reported in the loaded dataset | 2023 |
| Local 309 Electrical Health And Wel | COMMON MEMBERSHIP | $13,372 | not reported in the loaded dataset | 2023 |
| Schuchat, Cook, & Werner | NONE | $7,872 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ibew Local 309-401(K) Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Collinsville, IL
- Oneamerica Retirement Services LLC — Schedule C compensation
- Scheffel Boyle — Schedule C compensation
- Local 309 Electrical Health And Wel — Schedule C compensation
- Schuchat, Cook, & Werner — Schedule C compensation